Surging demand for AI data centers is creating a shortage of gas turbines, with delivery schedules for new equipment pushed into the 2030s while companies scramble to purchase used units.

According to Reuters, the boom in AI data centers is driving a severe shortage of gas turbines. Average delivery times in the US now span up to six years, with many orders pushed back to 2030 and 2031. Wood Mackenzie data shows global order capacity exceeds 100GW, while current production capacity is estimated at only 60–70GW. Even with projected capacity of about 87GW by 2028, it will still fall short of the expected 129GW demand.